Veritable’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Veritable’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-51,455	Closed	-$3.35M	–	849
2023 Q2	$3.35M	Hold	51,455	–	–	0.05%	163
2023 Q1	$2.98M	Sell	51,455 -500	-1%	-$27.2K	0.05%	184
2022 Q4	$2.49M	Sell	51,955 -382	-0.7%	-$18.7K	0.04%	197
2022 Q3	$2.51M	Buy	52,337 +26	+0%	+$1.43K	0.05%	181
2022 Q2	$2.84M	Sell	52,311 -937	-2%	-$56.4K	0.05%	181
2022 Q1	$3.66M	Sell	53,248 -2,395	-4%	-$169K	0.06%	176
2021 Q4	$4.32M	Buy	55,643 +2,423	+5%	+$192K	0.06%	155
2021 Q3	$4.26M	Sell	53,220 -65	-0.1%	-$5.38K	0.07%	142
2021 Q2	$4.31M	Hold	53,285	–	–	0.07%	144
2021 Q1	$3.91M	Sell	53,285 -1,507	-3%	-$107K	0.07%	146
2020 Q4	$3.7M	Sell	54,792 -62	-0.1%	-$3.94K	0.07%	136
2020 Q3	$3.26M	Buy	54,854 +149	+0.3%	+$8.82K	0.07%	144
2020 Q2	$2.96M	Buy	54,705 +5,894	+12%	+$303K	0.06%	140
2020 Q1	$2.16M	Buy	48,811 +12,686	+35%	+$656K	0.05%	174
2019 Q4	$1.94M	Buy	36,125 +2,752	+8%	+$142K	0.04%	235
2019 Q3	$1.65M	Sell	33,373 -339	-1%	-$17K	0.03%	249
2019 Q2	$1.66M	Buy	33,712 +1,568	+5%	+$76.2K	0.03%	241
2019 Q1	$1.5M	Buy	32,144 +737	+2%	+$33.6K	0.03%	263
2018 Q4	$1.3M	Buy	31,407 +7,528	+32%	+$337K	0.03%	272
2018 Q3	$1.17M	Buy	+23,879	New	+$1.18M	0.02%	317

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Veritable's XLC Position: Q3 2023 in Review

Veritable sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2023, closing a stake of 51,455 shares — an estimated $3.35M sold.

Veritable first reported a position in XLC in Q3 2018 and held it in 20 quarters. The position peaked at $4.32M in Q4 2021. 742 funds tracked by Wall St. Rank hold XLC as of Q3 2023.

Veritable reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 51,455 State Street Communication Services Select Sector SPDR ETF shares in Q3 2023, an estimated $3.35M.
Veritable first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and held it in 20 quarters.
Veritable's State Street Communication Services Select Sector SPDR ETF position peaked at $4.32M in Q4 2021.
742 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.